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Custom field page
Sjaak Velthoven avatar
Written by Sjaak Velthoven
Updated over 6 months ago

You will be able to find the page of a custom fields by clicking on the respective field on the custom fields page which you can find as a sub page to the project settings page.

Creating a custom field will let you add it to an issue board.

Issues in this board will then get a new field in the header.

You will also be able to see a column in the issue board table view and you will be able to filter for these fields.

This page contains information about the following topics:

New item action buttons

Administrators will be able to find action buttons on the top right of a custom field's page

New custom field - Make a new custom field

Archive

Archive this custom field

Instead of deleting custom fields can only be Archived.

An archived custom field will disappear from

Text custom field

A text custom field can contain any text

Integer custom field

An integer custom field can only contain whole numbers

Decimal number custom field

A decimal number field will display up to 6 numbers after the comma.

If there are more than 6 numbers after the comma scientific notation will be used.

Dropdown custom field

To go the the custom field page of a dropdown field, click on a dropdown field.

When a dropdown custom field is first created you will automatically be taken to this page.

A dropdown custom field page can look something like this:

Title and description

Administrators will be able to change the title and description of the field by clicking on the pencil


Drop down options - Active list

In the active list you will be able to find the dropdown options that are currently active.

Anchor
Administrators will be able to configure the order of the options by dragging on the anchor in the leftmost column.

Name

Here users will see the name and of a dropdown option.

If the dropdown field has been added to a topic board you will see this name as an option in the list. A name can only be assigned to one option.

Code

Here users will see the code of a dropdown option. The code is used to identify a block with a naming convention. A code can only be assigned to one option.

Edit and disable

Administrators will be able to edit the name of an option after it has been created.
If the field does not have a code yet it is possible to add a code.

After editing click save or cancel to confirm.

Administrators will be able to disable options by clicking on disable and clicking on confirm. Disabling is similar to deleting as the option will disappear everywhere on Catenda hub but can later be recovered from the disabled list.

After a code is added it is not possible to edit the code anymore.

If you wish to use a different code, you can disable the option and create a new option.

Drop down options - Disabled list list

Here you will be able to find all the options that are currently disabled.
Administrators will be able to click on restore to restore any of the disabled options.

Adding an option

After creation, a dropdown custom field will not have any options yet.

Administrators will be able to add options by clicking on the add options button on the bottom left

After clicking on add options you will see the following dialogue:

Name
Here you can add a name and a code for each dropdown option.

Code

The code is used to identify a block with a naming convention.
Code is a unique value that you can set on an item.

This means that you can not add the same code twice.

Adding multiple options

In a dropdown field you often want to add more than one option.

If you add a name and click on submit you have to click on "Add options" every time you want to add an option which can be tedious and time consuming.

There are therefore several ways in which options can quickly be added.

Keep open on submit

To keep adding option after option you can check the "Keep open on submit" button. If this button is checked you will be able to add the name of the next option right after submitting the previous option so you do not have to click on "Add options" all the time.

Add multiple options

If you already have your options prepared outside of Catenda, you can paste them in a good way by clicking on the "Add multiple options" button.

When you click this button, the dialogue will change, and you will be able to paste in a string. If Catenda is able to interpret the string properly the names and codes of your pasted options will be recognized and you will be able to submit them all at once.

Creating a paste-string

  • Excel copy paste

An easy way to create a paste string is by copying rows and columns from a table editing software like Excel. If you add your names in the first row and optionally your codes in the second you can copy them and paste them into the paste dialogue.

Your names and codes will then automatically be formatted right.

  • Comma separated string

To create a string that will turn into a set of options, separate your options with a "comma" , or a "newline" \n.

For example "Electrical,Architecture" will turn into the options Electrical and Architecture

  • Names and codes in a string

Optionally, if you want to add it, you can add a code to your option by separating it with a "tab" , "colon" :, "semi-colon" ;, and "pipe" |.

For example "Electrical:el,Architecture:arc" will turn into the option Electrical with the code el and the option Architecture with the code arc.

After pasting the string into the paste field you can click somewhere on the page to see if your formatting was successful.

Note: If you add your dropdown field to a topic board it matters how many fields you add and if your field is mandatory. If you have up to 10 fields you can filter for each of the fields. If your field is not mandatory you can filter on if the field is set or not.

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